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AGVEX vs WGIFX
AGVEX vs WGIFX Comparison
Open Charts AGVEX vs WGIFX
American Funds Global Insight F-1
Price$28.01
Change-$0.14 (-0.50%)
VolumeN/A
Net Assets18.92B
American Funds Capital World Gr&Inc F2
Price$75.73
Change-$0.31 (-0.41%)
VolumeN/A
Net Assets142.48B
AGVEX vs WGIFX Comparison Chart in %
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AGVEX vs. WGIFX commentary
Oct 08, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is AGVEX is a Buy and WGIFX is a Buy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 142B vs. AGVEX (18.9B). WGIFX pays higher dividends than AGVEX: WGIFX (1.59) vs AGVEX (0.69). AGVEX was incepted earlier than WGIFX: AGVEX (6 years) vs WGIFX (17 years). AGVEX (0.82) is less costly to investors than WGIFX (0.52). WGIFX is a more actively managed with annual turnover of: 27.00 vs. AGVEX (21.00). AGVEX (250) and WGIFX (250) have matching initial minimum investment requirements. AGVEX annual gain was more profitable for investors over the last year : 17.30 vs. WGIFX (12.50). AGVEX return over 5 years is better than : 63.95 vs. WGIFX (53.46).
| AGVEX | WGIFX | AGVEX / WGIFX | |
| Total Expense Ratio | 0.82 | 0.52 | 158% |
| Annual Report Gross Expense Ratio | 0.82 | 0.52 | 158% |
| Fund Existence | 6 years | 17 years | - |
| Gain YTD | 20.163 | 20.836 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.9B | 142B | 13% |
| Annual Yield % from dividends | 0.69 | 1.59 | 44% |
| Returns for 1 year | 17.30 | 12.50 | 138% |
| Returns for 3 years | 72.80 | 70.35 | 103% |
| Returns for 5 years | 63.95 | 53.46 | 120% |
| Returns for 10 years | N/A | 80.33 | - |
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